RIA Tech Highlight – Envestnet Tamarac

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Envestnet, Inc is one of the most comprehensive technology providers for RIA firms. Envestnet | Tamarac offers many solutions including a client portal, CRM and a platform for reporting, billing, and trading. Envestnet | MoneyGuide is now under the Envestnet umbrella.

Quick Facts of Envestnet Tamarac:
• +1,000 independent RIA firms use Tamarac
• Collectively managing +$1.3 Trillion in assets under management

Envestnet has built an ecosystem of technology to support financial advisors achieve their ideal client experience. In a recent study, they found 77% of advisors report having lost business due to inadequate technology to interact with clients during the pandemic. The pandemic also showed that 71% of Americans think their financial planning needs improvement.

In this case study, Shufro Rose (an independent wealth management firm headquartered in New York, NY) believes the four best ways RIAs can evolve their practice with technology are:

1. Fully embrace your tech tools.
2. Explore integrated solutions.
3. Enhance immediate and transparent communications.
4. Ensure firmwide integration.


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